A New Standard for Wealth Management
Founded in 2026 by Beverly L. Argumaniz, Global Aurion Holdings LLC was built with a singular vision: to democratize access to institutional-quality financial services. We saw a gap in the market where high-net-worth clients were receiving white-glove service, while everyday investors were left with self-service apps and no real guidance.
Today, we bridge that gap — offering the same breadth of products and depth of expertise to clients at every wealth level, from first-time investors to family offices managing multi-generational assets.
Our name says everything: Aurion, derived from the Latin root for gold, reflects our commitment to excellence and precious value — while Trust and Holdings speak to the enduring nature of the relationships and assets we protect.
Our Mission
"To empower every client with the tools, knowledge, and expertise to build lasting wealth — with complete transparency and absolute trust."
Meet Our Team
Founder of Global Aurion Holdings LLC, bringing together institutional-grade investment expertise with a client-first philosophy. Beverly built Aurion Trust Holdings to give everyday investors access to the same opportunities previously reserved for the ultra-wealthy.
CFA Charterholder and ex-BlackRock portfolio strategist specializing in multi-asset allocation and alternative investments.
Estate planning attorney and trust officer with 18 years managing complex multi-generational estates and wealth transfer strategies.
MIT-trained quant and early Bitcoin adopter leading our crypto custody and digital assets division.